Client Relationship Specialist

Windward Recruiting; Nashville (TN); On-site; USD 58,500 - 71,500; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) with employer matching

Paid time off

Volunteer time off

Tuition reimbursement

Professional growth opportunities

Job summary

Windward Recruiting is seeking a Client Relationship Specialist to deliver an exceptional client experience while supporting financial advisors in a planning-focused wealth management environment.

This full-time, in-office role in Franklin, Tennessee emphasizes high-touch service, coordination of client meetings, and accurate handling of investment paperwork and reporting across CRM systems.

Qualifications

• 3+ years in financial services, wealth management or independent RIA.
• Series 65 license preferred or willingness to obtain.
• Bachelor's degree preferred but not required.
• Strong client service, communication, and relationship management.
• Excellent organizational skills with multi-tasking ability.

Responsibilities

• Serve as a trusted client contact via phone, email, and in person.
• Prepare for meetings by coordinating reports and investment updates.
• Assist with account openings, paperwork, and money movement requests.
• Execute investment trades as directed by advisors with accuracy.
• Guide clients through the firm portal and answer questions.
• Maintain advisor calendars and coordinate client meetings.
• Keep client records and CRM data accurate.
• Support client events, seminars, and firm activities.
• Collaborate with advisors to deliver a seamless client experience.
• Maintain confidentiality of sensitive client information.

Skills

Client service

Communication

Relationship management

Microsoft Office

CRM experience (Orion/Redtail)

Education

Bachelor's degree preferred

Series 65 license preferred

Tools

CRM software (Orion/Redtail)

Microsoft Office

Job description

We are seeking an experienced Client Relationship Specialist who is passionate about delivering an exceptional client experience while supporting financial advisors in a collaborative, planning-focused wealth management environment.

This position is ideal for a service-oriented professional who enjoys building lasting client relationships, coordinating complex client service activities, and ensuring every interaction is handled with professionalism, accuracy, and care.

This is an excellent opportunity to join a growing independent fiduciary advisory firm where you'll work alongside experienced advisors and specialists while gaining exposure to comprehensive financial planning, investment management, and high-net-worth client relationships. The firm is committed to investing in employee development and offers opportunities to pursue professional designations and long-term career growth.

This is a full-time, in-office position based in Franklin, Tennessee.

DUTIES & RESPONSIBILITIES

• Serve as a trusted point of contact for clients, providing responsive, high-touch service by phone, email, and in person.
• Prepare for and follow up on client meetings by coordinating reports, investment updates, paperwork, and action items.
• Assist with account openings, investment paperwork, money movement requests, account maintenance, and client reporting.
• Execute investment trades at the direction of financial advisors while ensuring accuracy and compliance.
• Guide clients through the firm's client portal and assist with general account and service-related questions.
• Maintain advisor calendars, coordinate client meetings, and manage deadlines to ensure an organized and efficient workflow.
• Keep client records, documentation, and CRM data accurate and up to date.
• Support client appreciation events, educational seminars, and other firm-sponsored activities.
• Collaborate closely with advisors and internal team members to deliver a seamless client experience.
• Maintain confidentiality while handling sensitive client information with professionalism and discretion.

QUALIFICATIONS

• 3+ years of experience in financial services, preferably within a wealth management or independent RIA environment.
• Series 65 license preferred or willingness to obtain.
• Bachelor's degree preferred but not required.
• Strong client service, communication, and relationship management skills.
• Excellent organizational skills with the ability to manage multiple priorities while maintaining exceptional attention to detail.
• Proficiency with Microsoft Office applications required.
• Experience with CRM and wealth management technology platforms such as Orion, Redtail, or similar systems preferred.
• Comfortable working with affluent individuals and families in a high-touch service environment.
• Demonstrated professionalism, sound judgment, and the ability to build long-term client relationships.
• Self-motivated, dependable, and committed to contributing to a collaborative team culture.

COMPENSATION & BENEFITS

Compensation includes a competitive base salary beginning at $65,000+ commensurate with experience, plus bonus eligibility.

The firm offers a comprehensive benefits package including medical and dental insurance, paid time off, volunteer time off, a 401(k) plan with employer matching, financial wellness resources, tuition reimbursement, and ongoing opportunities for professional growth and career development.